Jones, Mead & Associates

Jones, Mead & Associates was founded with the goal of assisting both our individual and corporate clients with their retirement planning, employee benefit and insurance related needs. We feel that our emphasis on personal services has earned us a reputation for excellence in our industry.

Our Commitment

Our staff consists of experienced professionals, each with a “hands on” approach to client service. You will find our team members knowledgeable and eager assist you with your needs. As your financial professionals, we will help you determine your financial goals and advise you on how to persue them.

Our Principle

Our company is based on the principle that ethics, education and a clear understanding of our clients situation are vital in providing prudent advice and sound recommendations. If you have any questions about your current financial situation or wish to schedule an appointment, please send us an email.

Our Education

It is by staying knowledgeable in our fields that we are able to provide professional advice in wide range of areas. As Chartered Financial Consultants® (ChFC®), Retirement Income Certified Professionals® (RICP®), Chartered Life Underwriters® (CLU®), Accredited Investment Fiduciarys® (AIF®), and holders of the Master of Science in Financial Services degree (MSFS), we are well prepared to meet today’s dynamic planning challenges.

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